- Conversations read/write — find or create the CRM thread that belongs to a contact so SMS and call activity have a place to live.
- Conversation messages read/write — post inbound SMS, outbound SMS, call logs, recordings, and delivery status. Read messages when a teammate replies from the CRM inbox so we can deliver that text.
- Contacts read/write — look up a person by phone during a call or SMS; create or update the contact from the conversation.
- Location read — identify which account was installed and sync timezone and basic location metadata.
- Custom fields read/write — create and fill call-summary and outcome fields after a conversation.
- Tags read/write — read existing tags and apply outcome or AI-gating tags.
- Calendars read/write and calendar events read/write — list calendars, read availability, and book or update appointments.
- Users read — list location staff required for team calendar types (round robin, collective, and similar).
- Opportunities read/write — keep pipeline records aligned with outreach outcomes.
- Workflows read — list workflows so marketplace actions can be configured on the connected location.